PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
25.0%
Top 10 weight
53.8%
Voting Authority Distribution
Total shares with voting rights: 9.30M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.30M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ISHS 5-10YR INVT | 1.02M | SH | $51.49M 8.75% | 0.00 | 0.00 | 1.02M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 70.45K | SH | $49.37M 8.39% | 0.00 | 0.00 | 70.45K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 856.75K | SH | $46.05M 7.82% | 0.00 | 0.00 | 856.75K |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 1.42M | SH | $45.93M 7.80% | 0.00 | 0.00 | 1.42M |
SPDR SERIES TRUSTSOLE | ST STR RATE ETF | 940.60K | SH | $29.01M 4.93% | 0.00 | 0.00 | 940.60K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 808.94K | SH | $24.27M 4.12% | 0.00 | 0.00 | 808.94K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 201.56K | SH | $18.95M 3.22% | 0.00 | 0.00 | 201.56K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 330.23K | SH | $17.34M 2.94% | 0.00 | 0.00 | 330.23K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 190.43K | SH | $17.22M 2.93% | 0.00 | 0.00 | 190.43K |
ISHARES TRSOLE | GLOBAL ENERG ETF | 301.97K | SH | $17.20M 2.92% | 0.00 | 0.00 | 301.97K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 406.79K | SH | $16.24M 2.76% | 0.00 | 0.00 | 406.79K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 131.47K | SH | $15.48M 2.63% | 0.00 | 0.00 | 131.47K |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 89.69K | SH | $14.14M 2.40% | 0.00 | 0.00 | 89.69K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 23.01K | SH | $14.01M 2.38% | 0.00 | 0.00 | 23.01K |
NVIDIA CORPORATIONSOLE | COM | 49.83K | SH | $11.38M 1.93% | 0.00 | 0.00 | 49.83K |
GLOBAL X FDSSOLE | GLOBAL X COPPER | 130.68K | SH | $11.07M 1.88% | 0.00 | 0.00 | 130.68K |
APPLE INCSOLE | COM | 31.96K | SH | $10.64M 1.81% | 0.00 | 0.00 | 31.96K |
AMERICAN EXPRESS COSOLE | COM | 34.87K | SH | $10.60M 1.80% | 0.00 | 0.00 | 34.87K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 127.32K | SH | $9.97M 1.69% | 0.00 | 0.00 | 127.32K |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 422.47K | SH | $9.85M 1.67% | 0.00 | 0.00 | 422.47K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 58.61K | SH | $9.42M 1.60% | 0.00 | 0.00 | 58.61K |
PALO ALTO NETWORKS INCSOLE | COM | 20.63K | SH | $8.20M 1.39% | 0.00 | 0.00 | 20.63K |
META PLATFORMS INCSOLE | CL A | 11.03K | SH | $8.00M 1.36% | 0.00 | 0.00 | 11.03K |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.88K | SH | $7.99M 1.36% | 0.00 | 0.00 | 8.88K |
MICROSOFT CORPSOLE | COM | 14.90K | SH | $7.64M 1.30% | 0.00 | 0.00 | 14.90K |